For instance, your company may want a limited internal version printed so tools, stock etc can be dispatched. The technician or sales person could have another layout with more information.
- These layouts will appear the instance the call is logged
- Additional related options are also listed on the right pane.
- For instance, you may want to invoice out the customer after logging the call.
- The invoice will then relate the incident automatically for reporting purposes
- Additionally, you may want to simply log another incident
- You can just as easily email a layout to clients
- Various formats including pdf are available
- Image formats allow the client to view the incident without any special software installed
- This is a sample layout which can be printed or exported to PDFs, Microsoft Excel etc.
- These layouts are changeable by the "Stationery Layouts" Feature